John Rohrbeck
John Rohrbeck is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Farmington Hills, MI, with 18 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30833 Northwestern Hwy Ste 125, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the president of Tax & Financial Strategies, LLC, providing tax preparation and planning services, dedicating about 10-20% of his time. He also owns Morehouse Holding Company LLC, a rental property, and is an affiliated person with Financial Network, dedicating full-time hours. Finally, John works as an insurance agent selling life and long-term care insurance, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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